-39.8%
COIN vs INTU
-49.4%
+9.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.4% | -0.8% | -3.1% |
| 7D | +3.4% | -7.1% | +10.4% | +5.9% |
| 30D | +23.2% | +1.5% | +21.7% | +22.7% |
| 3M | +12.5% | +10.7% | +1.8% | +8.2% |
| 6M | -11.6% | -23.8% | +12.2% | -3.3% |
| YTD | -18.4% | -49.3% | +31.0% | -2.5% |
| 1Y | -39.8% | -49.7% | +9.8% | -27.4% |
| All | -39.8% | -49.4% | +9.6% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded INTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling